Figuring out which customer relationship management (CRM) software is best for your small business is no easy feat. You may have decided to invest in a CRM system or switch providers, but how can you ensure you’re choosing the right one? With CRM now one of the largest software markets in the world, this guide…
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Best Unified Communications Platforms for Your Small Business
You’ve probably jumped on a Zoom call or instant messaged a co-worker online. There’s a good chance you’ve attempted to do both at once by opening different applications or tabs in your web browser. Unified communications (UC) puts all conversations into one spot for easy access from anywhere. What Is Unified Communications? Unified communication is…
How to Set Up & Use Your Grasshopper Phone in 6 Steps
To use Grasshopper as a phone system, all you need to do is pick your package and set up the mobile app. That said, to make it work, you must have an existing phone number to route calls to since Grasshopper is a virtual phone number provider. However, it is otherwise easy to get started….
6 Best Contact Management Software 2020
Contact management software helps users organize contacts, track interactions, and record each touchpoint of a customer’s journey. As a primary feature of customer relationship management (CRM) software, contact management solutions also typically offer features like lead and deal management as well as automated emailing. We used our scoring tool to determine which CRMs offer the…
The Complete Guide to Sales Operations
Sales operations are the processes and systems that enable a sales team to effectively generate leads, manage relationships, and generate new customers. They help sales teams streamline the sales process by doing things such as developing sales strategies, creating compensation plans, and training team members. Sales operations can be broken down into the various activities,…
6 Best Services for VoIP International Calls 2020
One of the best features about today’s leading voice-over-internet-protocol (VoIP) systems is that they offer affordable, if not outright free, calling to international numbers. We looked at the best international calling services on the market and evaluated them based on cost, features, and usability. We then narrowed the selection down to the best six providers….
6 Best Free CRM Software 2020
Free customer relationship management (CRM) software is widely available, but they aren’t all up to the task of managing complex customer relationships or improving the customer experience. We used our multidimensional, 5-star scoring tool to analyze a variety of free CRM service plans and the tools they offer to learn which solutions are right for…
8 Phone Tree Template Examples for Small Businesses
Phone trees are written diagrams for your voice menu and are designed to visualize the way in which your phone system will route incoming callers and can be used to plan outgoing call routes for multiple numbers simultaneously. Using a phone tree template for your business phone system can be as easy as copying a…
6 Best Microsoft Teams Alternatives for 2021
Microsoft Teams offers free and paid plans to help remote workers stay connected. However, teams working outside of the Microsoft 365 platform may be better off with another option for communication. Therefore, we looked at various team chat and collaboration tools that provide similar user-friendly features, comparable per user prices, and clear video calling to…
What Is Voice-over-Internet-Protocol (VoIP)?
Voice-over-internet-protocol (VoIP) is a technology in which calls are transmitted as data over the internet to other types of phone systems. Phone services using VoIP are less expensive than their landline-based counterparts. They also have many features that landline setups do not, like video calling, text messaging, and automated attendants that greet and route callers…
How to Create a Sales Plan in 7 Steps (+ Free Template)
A sales plan is a document used to establish sales objectives and develop strategies necessary to achieve them. Typically, this document establishes a plan for revenue growth and other measurements of success. Sales plans consist of sections outlining goals, identifying key customer attributes, and listing necessary strategies, tools, metrics, and estimated expenses. Start With Our…
13 Sales Follow-up Email Templates for Any Situation
Sales follow-up emails are email messages that engage a lead at different stages in the sales process. These messages work to build trust and understanding while reminding prospects of your company benefits and give a reason to continue the conversation. Email templates, such as the ones we have created below, help salespeople follow up quickly…